Solicitors and Process Serving: A Guide to Serving Legal Documents from a Client Account

Process serving is an essential part of legal proceedings that involves delivering legal documents to the intended recipients. As a solicitor, you may be required to serve legal documents on behalf of your clients, and this can be done using funds from their solicitors client account. In this blog post, we will provide a guide to serving legal documents from a client account, including what it entails and how it can be done efficiently.

Extra information about solicitors client account

What is a Solicitors Client Account?

A solicitors client account is a special type of bank account that is used to hold client funds, typically used to pay for expenses related to legal proceedings. This account must be managed according to strict regulations to protect the interests of clients and maintain the integrity of the legal profession.

Process Serving from a Client Account

Process serving is one of the expenses that can be paid for using funds from a solicitors client account. This is because process serving is an essential part of legal proceedings and is often required in order to ensure that the legal process can move forward.

When serving legal documents from a client account, it is important to follow the proper procedures and regulations. This can include ensuring that the funds are properly authorized by the client, keeping detailed records of the expenses, and providing the client with an itemized bill.

Efficient Process Serving

Efficient process serving is essential for ensuring that legal proceedings can proceed smoothly and that clients are able to receive the legal services they need in a timely manner. Here are some tips for efficient process serving from a solicitors client account:

  1. Work with a Reputable Process Server: When selecting a process server, it is important to choose one with a reputation for efficiency, reliability, and professionalism. This can help ensure that legal documents are served in a timely manner and that the process is carried out properly.

  2. Provide Clear Instructions: When instructing a process server to serve legal documents, it is important to provide clear and concise instructions. This can include information on the recipient's location, the date and time of service, and any other relevant details.

  3. Keep Accurate Records: It is important to keep accurate records of all expenses related to process serving, including the fees charged by the process server, any travel expenses, and any other costs incurred. This can help ensure that the client is billed correctly and that there are no disputes over expenses.

  4. Use Technology: Technology can be a valuable tool for efficient process serving. For example, electronic signatures can be used to confirm that the recipient received the legal documents, and electronic records can be used to track the progress of the process serving.


Serving legal documents from a solicitors client account is an important part of legal proceedings. By following the proper procedures and regulations, solicitors can ensure that legal documents are served efficiently and that the interests of their clients are protected. With the right approach, process serving can be carried out smoothly and effectively, allowing legal proceedings to move forward in a timely and efficient manner.